Rajiv
Shah
Lazari Capital Management, Inc
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About this Advisor
Rajiv Shah is a financial advisor based in Canoga Park, California, working with Lazari Capital Management, Inc. Rajiv has previously held positions at Kovack Securities, Kingswood Capital Partners, LLC, Credicorp Capital LLC, Bgv Securities, Vlb Capital LLC, Deutsche Bank, Next Financial Group, Inc, Rks Consulting Services, Niagara International Capital Limited, Chalice Capital, Lazari Capital Management, Inc, Investment Placement Group, Cgis Securities LLC, Ef Hutton LLC (Fka Benchmark Investments, Inc), Puente Servicios Financieros, Puente Asesoramiento De Inversiones, LLC, Kovack International Wealth Management Inc, Seminario Securities, and Latin Securities, Inc. Rajiv has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Florida. Currently, Rajiv is part of Lazari Capital Management, Inc, which operates out of Canoga Park, California. The firm has 1 office and 8 employees. The firm manages assets totaling $471.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lazari Capital Management, Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lazari Capital Management, Inc Brokerage Details
$471,149,663
8
1,145
$411,484
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Rajiv Shah Work History
Vlb Capital LLC
Bgv Securities
Credicorp Capital LLC
Seminario Securities
Cgis Securities LLC
Ef Hutton LLC (Fka Benchmark Investments, Inc)
Investment Placement Group
Kingswood Capital Partners, LLC
Lazari Capital Management, Inc
Rks Consulting Services
Credicorp Capital LLC
Kovack International Wealth Management Inc
Latin Securities, Inc
Puente Asesoramiento De Inversiones, LLC
Puente Servicios Financieros
Next Financial Group, Inc
Niagara International Capital Limited
Chalice Capital
Deutsche Bank
Kovack Securities
Disclosures
Please visit the SEC profile of Rajiv Shah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lazari Capital Management, Inc
Canoga Park, CA
Glendale, CA
Easton, CT
Canoga Park, CA
Canoga Park, CA
Hilton Head, SC
Canoga Park, CA
Canoga Park, CA
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